| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | 1,578,003 | 22,076,000 | 47.57% | ||
| 2 | ARGENT CAPITAL MANAGEMENT LLC | 960,738 | 13,441,000 | 28.97% | ||
| 3 | LEE DANNER & BASS INC | 308,378 | 4,314,000 | 9.30% | ||
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | 206,919 | 2,895,000 | 6.24% | ||
| 5 | Constellation Wealth Advisors, LLC | 116,674 | 1,632,000 | 3.52% | ||
| 6 | Athena Global Investors LLC | 39,256 | 549,000 | 1.18% | ||
| 7 | SVB WEALTH LLC | 35,629 | 499,000 | 1.08% | ||
| 8 | Rex Capital Advisors, LLC | 29,054 | 406,000 | 0.87% | ||
| 9 | ROTHSCHILD INVESTMENT LLC /IL | 14,837 | 208,000 | 0.45% | ||
| 10 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 13,886 | 194,000 | 0.42% | ||
| 11 | World Asset Management Inc | 11,101 | 155,000 | 0.33% | ||
| 12 | QUADRANT CAPITAL GROUP LLC | 1,402 | 18,000 | 0.04% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 954 | 13,000 | 0.03% | ||
| 14 | PATHSTONE FAMILY OFFICE, LLC | 282 | 4,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
